Alisa Heedy

– The Confident Retirement Podcast with Kris Flammang

Episode 042 Finding A Calling to Help Others Leave their Legacy with Alisa Heedy

Alisa Heedy is a Trusts and Estates Attorney at Williams Parker in Sarasota, Florida. After graduating from the University of Florida, she studied law at Stetson University. She also has a LL.M degree in Taxation from the University of Florida, which she believes gives her the advantage of knowing how to prepare and work with tax preparation in the realm of estate planning. 

Alisa’s entry into this area was partially influenced by her own experience of learning about estates when her grandfather passed away. 

Highlights of our conversation include:

The mistake of having more than one person acting as executor.

The perfect trustee or representative just needs to know where to get help.

The challenge of balancing the psychology of the law and family dynamics.

Good lawyers are advisors who guide clients away from litigious viewpoints.

The importance of having empathy for the family after a loved one passes away.

The core documents every family should have.

Enjoy the show!

Connect with Alisa:

Website: https://www.williamsparker.com/attorneys/alisa-m-heedy/

Connect with Kris:

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: https://twitter.com/kflammang?

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